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How To Update Contact Information for Your Cash Management Account

Updated this week

You can update some of your contact details directly from the Cash Management page in your Stessa account. For changes that aren’t editable in the app, our Customer Success team can help—just email support@stessa.com or reach out through the messenger.

Note: If you have multiple Cash Management accounts for different entities, you'll need to update the contact information separately for each one.

How to Update Contact Information at the Entity Level

  1. Go to the Cash Management page
    Log into your Stessa account and navigate to the Cash Management section.

  2. Open the account menu
    Find the account you'd like to update. Click the three-dot menu (⋯) on the account display card.

  3. Select “Edit Account”
    This will open a slide-out panel with your current contact information.

  4. Make your changes
    Update the relevant fields. The Save button will become active once you've made a change.

  5. Save and verify your changes
    Click Save. This will trigger two-factor authentication (2FA).

  6. Complete two-factor authentication
    Choose to receive a text message or phone call with a 6-digit verification code.

  7. Enter the code to confirm
    After entering the correct code, your updated contact information will be saved.




    Stessa is a financial technology company and is not a bank. Banking services provided by Thread Bank, Member FDIC. The Stessa Cash Management Visa® Debit are issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa cards are accepted.

    Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program here and a list of program banks here. Please contact customerservice@thread.bank with questions on the sweep program.

    Essentials is a free plan and Manage and Pro are premium plans. For Stessa/Roofstock customers with an interest-bearing deposit account in the Non-Pro or Pro Category, the interest rate and Annual Percentage Yield (APY) are dependent on the previous month’s aggregate month-end ending balances under a single login, as well as your subscription level (Non-Pro: Essentials or Manage; or Pro) and account tier with us. The rates are effective as of 04/01/2026, are variable and subject to change after account opening. Fees may reduce earnings.

    Non-Pro Category:

    For Essentials or Manage users, the following rates will apply:

    • Essentials or Manage – Tier 1: Accounts with the previous month’s aggregate month-end ending balances under a single login between $0.00-$9,999.99 will have an interest rate of 0.53% with an APY of 0.53%.

    • Essentials or Manage – Tier 2: Accounts with the previous month’s aggregate month-end ending balances under a single login between $10,000.00-$49,999.99 will have an interest rate of 0.86% with an APY of 0.87%.

    • Essentials or Manage – Tier 3: Accounts with the previous month’s aggregate month-end ending balances under a single login between $50,000.00-$99,999.99 will have an interest rate of 1.20% with an APY of 1.20%.

    • Essentials or Manage – Tier 4: Accounts with the previous month’s aggregate month-end ending balances under a single login between $100,000.00-$249,999.99 will have an interest rate of 1.53% with an APY of 1.54%.

    • Essentials or Manage – Tier 5: Accounts with previous month’s aggregate month-end ending balances under a single login is $250,000.00 or more will have an interest rate of 1.86% with an APY of 1.88%.

    Pro Category:

    For Pro users, the following rates will apply:

    • Pro – Tier 1: Accounts with the previous month’s aggregate month-end ending balances under a single login between $0.00-$9,999.99 will have an interest rate of 1.33% with an APY of 1.34%.

    • Pro – Tier 2: Accounts with the previous month’s aggregate month-end ending balances under a single login between $10,000.00-$49,999.99 will have an interest rate of 2.00% with an APY of 2.01%.

    • Pro – Tier 3: Accounts with the previous month’s aggregate month-end ending balances under a single login between $50,000.00-$99,999.99 will have an interest rate of 2.33% with an APY of 2.35%.

    • Pro – Tier 4: Accounts with the previous month’s aggregate month-end ending balances under a single login between $100,000.00-$249,999.99 will have an interest rate of 2.66% with an APY of 2.69%.

    • Pro – Tier 5: Accounts with the previous month’s aggregate month-end ending balances under a single login is $250,000.00 or more will have an interest rate of 3.19% with an APY of 3.24%.

    No minimum balance or opening deposit required. Fees could reduce earnings on the account. Account holders can earn 1.10% cash back on debit card purchases. Cash back earned each month will be credited to your account by next month's statement cycle. ATM transactions, the purchase of money orders or cash equivalents, loan payments and account funding made with your debit card are not eligible for cash back rewards. No minimum opening deposit and no minimum balance requirements. Terms and eligibility requirements apply.

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